Matthew B.

Matthew B.


West Chester, OH 45069

Will travel 20 miles

$70 per hour.

4.83 18 ratings

CFA Charterholder- specializing in CFA Level 1 Prep & Accounting

I currently work as a Portfolio Manager in the Wealth Management industry. In this capacity, I study and explain asset allocation, investment selection, and risk management to our clients. I am a CFA and CAIA charter holder, passing all 3 CFA levels and 2 CAIA levels on my first attempt. I've gotten to see and apply the CFA concepts in practice, so I understand how important the CFA credential is in the investment management field. In addition, I received my MBA from Indiana University wi... [more]


I have my CFA charter and passed all 3 exams on the first attempt. Additionally, in my role as a Portfolio Manager, I get to apply the CFA concepts in our asset allocation process, investment selection, and risk management.